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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,039 | $154,228-17.0% | $145,433-12.0% | $137,256-6.7% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 19.25% | 74.59%-55.3pp | 66.58%-47.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,727 | $4,804-64.1% | $4,554-62.1% | $4,156-58.4% |
| Participant deferral / active EE | $5,743 | $8,216-30.1% | $7,897-27.3% | $6,407-10.4% |
| Admin fee / account holder | $539 | $14,344-96.2% | $13,129-95.9% | $12,270-95.6% |